Lasting relationships. For all that matters

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Young family at the beach

Tad DeBord

Tad DeBord joined UBS in June of 2015. He is a graduate of DePauw University, where he played soccer and baseball. His 20 years in the industry started at Vestor Capital as a Portfolio Manager (Chicago) and then as Vice President of Institutional Equity sales at Goldman Sachs (Chicago) during which he earned the Chartered Financial Analyst (CFA) designation. He currently holds FINRA series 7 and 66 licenses and is a member of the CFA Society of Cincinnati.

Registered States:
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IL
  • IN
  • KY
  • MA
  • MI
  • MN
  • MS
  • MT
  • NC
  • NV
  • NY
  • OH
  • OR
  • PA
  • TN
  • TX
  • VA
  • WA

  • Barron's Top 100 Institutional Consultants, 2021The Barron's rating is awarded annually in April and is based on information from the prior year Q4. 
  • Forbes Best-in-State Wealth Advisors, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • DePauw University

Credentials

  • Chartered Financial Analyst®
  • Senior Institutional Consultant, UBS Institutional Consulting Program

Institutional consulting
Executive compensation
Multi-generational families
Business Owners
Hedge Fund managers
Family Offices
Corporate executives
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236
  • (513) 792-2483

Email Me

Is housing turning in a new direction?

CIO House View monthly livestream

Tree

UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights